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212 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
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Jason Romano
commented
I used to need this feature, but I no longer do. I was using Xero as our primary source for customer orders. Now I flipped things around and it's working much better. I am using a separate order management system. It creates an invoice directly in Xero and only includes the information that the customer needs to see. This, I think, is the best of both worlds. The order management system contains all the relevant data to support our SOPs and the invoices in Xero are focused the final products/services that are sold to the customers. This is working better for us rather than overloading the invoices to try to do it all.
Jason Romano
supported this idea
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@Thomas, We are using a custom built order management system in Airtable. A great thing about Xero (and Airtable) is the open API. We can manage a wholesale order in Airtable and track it through our entire production process. Then, through some automation when the order is fulfilled, we produce a draft invoice in Xero, which is then approved and sent normally through Xero.